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Financial Goal Setting

Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

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Planning for life and its ups and downs is the first step. The first of our four-part The Woman Series, here’s what we covered:

What is a Financial Goal?
Do you have Financial Goals?
Where do you want to go and what do you want to achieve?
Setting timeframes
How to price out your goals
Follow the SMART methodology (specific, measurable, achievable, realistic, timely)

Receive award-winning information from Shannon Smit, financial adviser and winner of Women In Finance Financial Adviser of The Year 2021 and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. We invite you to join our free webinar series and take control of your finances, regardless of your age or financial position.

The Latest

1 Mar '27

Skybots: Practical AI and Agentic Workflows Training Course MORNINGTON 1 - 2 Mar, 2027

Please note: This event is not until March 2027 — AI agent technology is moving fast, so the workshop content will continue to evolve to bring you the latest of what is happening in the AI agent space. AI-Enhanced Automation for Accounting and Finance Professionals: Leveraging ChatGPT, Copilot & Claude for Innovation and Productivity.

Join SkyBots’ 2-day Workshop in MORNINGTON with automation expert Daryl Aw to revolutionise your workflow using cutting-edge Agentic AI tools including Chat GPT, Claude, CoPilot and Gemini. This workshop is built for accountants, bookkeepers, finance teams, and business owners who want to move beyond basic prompts and turn AI into a reliable, ethical, and practical system for everyday work.

Skybots: Practical AI and Agentic Workflows Training Course PERTH Monday 8 - Tuesday 9 Feb, 2027

Please note: This event is not until February 2027 — AI agent technology is moving fast, so the workshop content will continue to evolve to bring you the latest of what is happening in the AI agent space. AI-Enhanced Automation for Accounting and Finance Professionals: Leveraging ChatGPT, Copilot & Claude for Innovation and Productivity.

Join SkyBots’ 2-day Workshop in PERTH with automation expert Daryl Aw to revolutionise your workflow using cutting-edge Agentic AI tools including Chat GPT, Claude, CoPilot and Gemini. This workshop is built for accountants, bookkeepers, finance teams, and business owners who want to move beyond basic prompts and turn AI into a reliable, ethical, and practical system for everyday work.

Skybots: Practical AI and Agentic Workflows Training Course GOLD COAST 3-4 Dec, 2026

AI-Enhanced Automation for Accounting and Finance Professionals: Leveraging ChatGPT, Copilot & Claude for Innovation and Productivity.

Join SkyBots’ 2-day Workshop in GOLD COAST with automation expert Daryl Aw to revolutionise your workflow using cutting-edge Agentic AI tools including Chat GPT, Claude, CoPilot and Gemini. This workshop is built for accountants, bookkeepers, finance teams, and business owners who want to move beyond basic prompts and turn AI into a reliable, ethical, and practical system for everyday work.